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Requesting the vendor invoice

Requesting the vendor invoice


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The Finance Shop Release Notes

     

        

You can use TFS to email a request to the application vendor to request a copy of the invoice for the goods item being financed. Below is a very simple template created in TFS Administration. 


You can create your own company branded templates using standard HTML code.


You do not need to add a signature to the template as each user can define their own template in TFS.


In TFS provided that you have defined a vendor for the goods record, you will see them in the Application Service Providers screen. 



Now click on the email icon next to the Vendor Contact Person and a blank email will open;


Now click on the  next to Template; and select the Application Category



The template will then populate with the details of the goods.


A comment will made in the CRM section;


If you are tracking workflow dates with TFS you can enter dates when you ordered and received the invoice;



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